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1 <!DOCTYPE html>
2 <html>
3 <head>
4 <meta content="text/html; charset=utf-8" http-equiv="content-type">
5 <meta content="noindex" name="robots">
6 <title>Filter dialog</title>
7 <link href="help.css" rel="stylesheet" type="text/css">
8 </head>
9 <body id="top">
10 <div class="dochead">
11 HomeBank User manual
12 </div>
13 <div class="title">
14 <h1>Filter dialog</h1>
15 <p>The filter dialog is used to adjust the filter for transaction from the account window and the statistics window.</p>
16 <ul class="toc">
17 <li><a href="#tab1">Date</a></li>
18 <li><a href="#tab2">Status</a></li>
19 <li><a href="#tab4">Amount</a></li>
20 <li><a href="#tab5">Text</a></li>
21 <li><a href="#tab6">Category</a></li>
22 <li><a href="#tab7">Payee</a></li>
23 <li><a href="#tab8">Account</a></li>
24 </ul>
25 </div>
26 <div class="rounded content">
27 <h2><a id="tab1" name="tab1"></a>Filter date</h2>
28 <p><img class="gtkshot right" src="images/dlg-filter1.png"></p>
29 <table class="widgetinfo">
30 <tr>
31 <th>Option</th>
32 <td>
33 set this filter status:
34 <ul>
35 <li>inactive</li>
36 <li>include</li>
37 <li>exclude</li>
38 </ul>
39 </td>
40 </tr>
41 <tr>
42 <th>From</th>
43 <td>the date minimum value</td>
44 </tr>
45 <tr>
46 <th>To</th>
47 <td>the date maximum value</td>
48 </tr>
49 <tr>
50 <th>Month</th>
51 <td>set a specific month</td>
52 </tr>
53 <tr>
54 <th>Year</th>
55 <td>set a specific year</td>
56 </tr>
57 </table>
58 <div class="clear"></div>
59 <p class="top"><a href="#top">↑ Back to Top</a></p>
60 </div>
61 <div class="rounded content">
62 <h2><a id="tab2" name="tab2"></a>Filter status</h2>
63 <p><img class="gtkshot right" src="images/dlg-filter2.png"></p>
64 <table class="widgetinfo">
65 <tr>
66 <th>Option</th>
67 <td>
68 set this filter status:
69 <ul>
70 <li>inactive</li>
71 <li>include</li>
72 <li>exclude</li>
73 </ul>
74 </td>
75 </tr>
76 <tr>
77 <th>reconciled</th>
78 <td>select the reconciled transactions</td>
79 </tr>
80 <tr>
81 <th>cleared</th>
82 <td>select the cleared transactions</td>
83 </tr>
84 <tr>
85 <th>Force display 'Added'</th>
86 <td>force transaction in 'added' status to always be displayed</td>
87 </tr>
88 <tr>
89 <th>Force display 'Edited'</th>
90 <td>force transaction in 'edited' status to always be displayed</td>
91 </tr>
92 <tr>
93 <th>Force display 'Remind'</th>
94 <td>force remind transaction to always display</td>
95 </tr>
96 </table>
97 <div class="clear"></div>
98 <p class="top"><a href="#top">↑ Back to Top</a></p>
99 </div>
100 <div class="rounded content">
101 <h2><a id="tab3" name="tab3"></a>Filter payment</h2>
102 <p><img class="gtkshot right" src="images/dlg-filter3.png"></p>
103 <table class="widgetinfo">
104 <tr>
105 <th>Option</th>
106 <td>
107 set this filter status:
108 <ul>
109 <li>inactive</li>
110 <li>include</li>
111 <li>exclude</li>
112 </ul>
113 </td>
114 </tr>
115 <tr>
116 <th>payment</th>
117 <td>see the lexicon for <a href="00-lexicon.html#payment">payment</a> detail<br></td>
118 </tr>
119 </table>
120 <div class="clear"></div>
121 <p class="top"><a href="#top">↑ Back to Top</a></p>
122 </div>
123 <div class="rounded content">
124 <h2><a id="tab4" name="tab4"></a>Filter amount</h2>
125 <p><img class="gtkshot right" src="images/dlg-filter4.png"></p>
126 <table class="widgetinfo">
127 <tr>
128 <th>Option</th>
129 <td>
130 set this filter status:
131 <ul>
132 <li>inactive</li>
133 <li>include</li>
134 <li>exclude</li>
135 </ul>
136 </td>
137 </tr>
138 <tr>
139 <th>From</th>
140 <td>the amount minimum value</td>
141 </tr>
142 <tr>
143 <th>To</th>
144 <td>the amount maximum value</td>
145 </tr>
146 </table>
147 <div class="clear"></div>
148 <p class="top"><a href="#top">↑ Back to Top</a></p>
149 </div>
150 <div class="rounded content">
151 <h2><a id="tab5" name="tab5"></a>Filter text</h2>
152 <p><img class="gtkshot right" src="images/dlg-filter5.png"></p>
153 <table class="widgetinfo">
154 <tr>
155 <th>Option</th>
156 <td>
157 set this filter status:
158 <ul>
159 <li>inactive</li>
160 <li>include</li>
161 <li>exclude</li>
162 </ul>
163 </td>
164 </tr>
165 <tr>
166 <th>Memo</th>
167 <td>the memo string to search</td>
168 </tr>
169 <tr>
170 <th>Info</th>
171 <td>the info string to search</td>
172 </tr>
173 <tr>
174 <th>Tag</th>
175 <td>the tag string to search</td>
176 </tr>
177 </table>
178 <div class="clear"></div>
179 <p class="top"><a href="#top">↑ Back to Top</a></p>
180 </div>
181 <div class="rounded content">
182 <h2><a id="tab6" name="tab6"></a>Filter Category/Payee/Account</h2>
183 <p><img class="gtkshot right" src="images/dlg-filter6.png"></p>
184 <p>These tabs all function-the same manner. You can filter these using a list of item, including or excluding the selected items.<br>
185 The account tab is not showed when you filter from the account window, it is showed only from the statistics dialog.</p>
186 <table class="widgetinfo">
187 <tr>
188 <th>Option</th>
189 <td>
190 set this filter status:
191 <ul>
192 <li>inactive</li>
193 <li>include</li>
194 <li>exclude</li>
195 </ul>
196 </td>
197 </tr>
198 <tr>
199 <th>All</th>
200 <td>will select all the items in the list</td>
201 </tr>
202 <tr>
203 <th>None</th>
204 <td>will unselected all the items in the list</td>
205 </tr>
206 <tr>
207 <th>Invert</th>
208 <td>will invert all the items in the list</td>
209 </tr>
210 </table>
211 <div class="clear"></div>
212 <p class="top"><a href="#top">↑ Back to Top</a></p>
213 </div>
214 </body>
215 </html>
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